Sean Matassa, Financial Advisor located in Baton Rouge, LA

Financial Advisor
Sean M Matassa

CFP®, ChFC®, CEPA®, ChSNC®, AAMS®, CRPC™, CRPS™
11777 Justice Ave Suite A, Baton Rouge, LA 70816opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • ChSNC®

    Chartered Special Needs Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Football
  • History and Museums
  • Music
  • Volunteering
  • Reading

Team Members

  • Mary Kannenberg
    Registered Branch Associate
    AAMS®, CRPC™, FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(225) 673-2516

Fax

(855) 712-2403

Office Address

11777 Justice Ave Suite A
Baton Rouge, LA 70816opens in a new window

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